PCG Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
655
| – | – | 0.15% | 73 |
|
|
2025
Q1 | $275K | Hold |
655
| – | – | 0.1% | 109 |
|
|
2024
Q4 | $279K | Hold |
655
| – | – | 0.1% | 103 |
|
|
2024
Q3 | $277K | Sell |
655
-37
| -5% | -$15.7K | 0.11% | 105 |
|
|
2024
Q2 | $271K | Sell |
692
-47
| -6% | -$18.4K | 0.12% | 99 |
|
|
2024
Q1 | $294K | Sell |
739
-30
| -4% | -$11.9K | 0.14% | 89 |
|
|
2023
Q4 | $290K | Sell |
769
-1,150
| -60% | -$434K | 0.16% | 79 |
|
|
2023
Q3 | $643K | Sell |
1,919
-98
| -5% | -$32.8K | 0.42% | 51 |
|
|
2023
Q2 | $694K | Sell |
2,017
-75
| -4% | -$25.8K | 0.43% | 52 |
|
|
2023
Q1 | $696K | Sell |
2,092
-43
| -2% | -$14.3K | 0.44% | 52 |
|
|
2022
Q4 | $708K | Buy |
2,135
+347
| +19% | +$115K | 0.45% | 52 |
|
|
2022
Q3 | $514K | Buy |
1,788
+917
| +105% | +$264K | 0.18% | 74 |
|
|
2022
Q2 | $268K | Buy |
871
+1
| +0.1% | +$308 | 0.19% | 70 |
|
|
2022
Q1 | $302K | Sell |
870
-89
| -9% | -$30.9K | 0.19% | 66 |
|
|
2021
Q4 | $347K | Buy |
+959
| New | +$347K | 0.24% | 59 |
|